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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
601
PrairieView Partners
Minnesota
$209K – – –
DWM
602
Dopkins Wealth Management
New York
$208K +$218K +1,066 New
BONH
603
Bank of New Hampshire
New Hampshire
$207K – – –
USCWA
604
U.S. Capital Wealth Advisors
Texas
$207K +$217K +1,065 New
CRWM
605
Castle Rock Wealth Management
California
$204K +$408 +2 +0.2%
CSB
606
City State Bank
Iowa
$204K +$4.08K +20 +2%
LWA
607
LWS Wealth Advisors
New Jersey
$203K -$1.43K -7 -0.7%
BC
608
Brio Consultants
California
$201K +$210K +1,031 New
GWSG
609
GPS Wealth Strategies Group
Colorado
$196K +$187K +916 +1,029%
CWP
610
Concord Wealth Partners
Virginia
$196K +$5.31K +26 +3%
JWA
611
JFS Wealth Advisors
Pennsylvania
$194K – – –
EW
612
Element Wealth
Mississippi
$175K – – –
PG
613
Proffitt & Goodson
Tennessee
$175K -$31.9K -156 -15%
OIA
614
Optimum Investment Advisors
Illinois
$164K – – –
SR
615
Syntax Research
Florida
$163K +$171K +837 New
BFPW
616
BOK Financial Private Wealth
Colorado
$160K -$204 -1 -0.1%
FP
617
Financial Perspectives
Minnesota
$158K – – –
GBT
618
Grove Bank & Trust
Florida
$156K – – –
AIA
619
Armor Investment Advisors
North Carolina
$156K +$163K +800 New
LB
620
Legacy Bridge
Iowa
$155K – – –
CFB
621
Cullen/Frost Bankers
Texas
$153K -$16.5K -81 -9%
IBOK
622
Independence Bank of Kentucky
Kentucky
$150K +$48.6K +238 +45%
MPCG
623
Matrix Private Capital Group
New York
$147K – – –
CAS
624
Coppell Advisory Solutions
Texas
$141K +$13.5K +66 +9%
CIAS
625
Capital Investment Advisory Services
North Carolina
$140K -$8.37K -41 -5%
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